We truly believe in our aim to fund better lifestyles.
We have now established a diversified financial services brand. Further to offering research and general advice on local and global markets, we also specialise in asset management, stockbroking, and self-managed superannuation fund administration.
From model portfolios to trading strategies, we support investors that are buying their first stocks to seasoned traders.
An ecosystem of actively managed solutions for multiple investment needs. Handover the legwork to our team of experts.
With our Self Managed Super Funds, enjoy the greater flexibility and tax-effective access to funds.
Leave the paperwork to us.
Intermediaries access to our advice and portfolio’s through world class technology. Our partners clients grow their wealth with support from Rivkin.
Rivkin provides model portfolios, designed for self-directed investors looking for general advice to trade in the Australian and US markets, while saving time and costs. Subscribe to Rivkin Portfolios and you will receive timely updates and full support from your account manager.
OUR MOST POPULAR PORTFOLIO
The ASX Event Portfolio is our longest-running strategy that invests in corporate actions.
Usually, this takes the form of takeovers from which we hope to make a low-risk arbitrage profit.
RECENT EVENT TRADES
* Past performance is not a guarantee to future performance. The event trade portfolio expected return was calculated as an average return from past trades 14/06/2016 to 15/02/2021. Please note that some trades were done purely based on franking credit benefits. To learn more please go to ASX Event Portfolio.
Invest alongside the Rivkin Family.
Ideal for investors who want take control of all the decisions but handover the legwork to someone else.
funds under management.
of combined experienced in the Investment Team
from equities, property funds, private equity opportunities.
Monday to Friday - 9am to 5pm
DISCLAIMER: Rivkin aims to provide clear and simple information to those visiting our website. If any part of this disclaimer does not make sense, please phone Rivkin on 02 8302 3600 and ask to speak with a member of our Dealing and Relationship Management Team. Rivkin provides general advice and dealing services on securities, derivatives and superannuation (SMSF). Rivkin also provide SMSF administration and accounting services. Rivkin does not provide advice that takes into account your, or anybody else’s, investment objectives, financial situation or needs. We strongly suggest that you consult an independent, licenced financial advisor before acting upon any information contained on this website. Investing in and trading securities (such as shares listed on the ASX) and/or derivatives (such as Contracts for Difference or ‘CFDs’) carry financial risks. CFDs carry with them various additional risks that differ from more simple securities such as fully-paid company shares. Some of these risks include not owning the underlying instrument from which a price is being derived, settling trades ‘over the counter’ with a financial institution rather than on a stock exchange, and using leverage to gain access to trades that may have a higher face value than your initial deposit. This risk of leverage means that it is possible to lose more than your initial investment. Our aim is to create more life choices for our clients, which means improving the wealth of clients throughout many market cycles by nurturing a relationship spanning many years. If you are not comfortable with your understanding of the risks involved before using a Rivkin product and service, please contact our office to seek further information or a Product Disclosure Statement, or make an appointment to sit with one of our friendly financial experts. It is in our interest for your Rivkin experience to be a rewarding and comfortable one. Rivkin is a trading name of Rivkin Securities Pty Ltd ABN 87123290602, which holds Australian Financial Services Licence No. 332 802.
TRADING PERFORMANCE DISCLAIMER: Rivkin advise you not to rely solely on back tested data or statistics in order to make any trading decisions. We suggest you contact our relationship managers to arrange access to our live membership site on trial basis. Here you will be able to view all actual historical trading recommendations (and results) provided to clients over the last 20 years which can be used to inform your own assessment of the potential returns based on your individual situation. Please be advised that past performance is not a reliable indicator of future performance. The value of your investment may rise and fall, and you may not receive the amount originally invested.
MAINSTREAM SEPARATELY MANAGED ACCOUNT DISCLAIMER: Perpetual is the both the Issuer and the Responsible Entity of the Mainstream Separately Managed Product, which means it is responsible for the overall governance and compliance of the product. Perpetual does this under The Trust Company (RE Services) Limited Responsible Entity, part of the Perpetual Group. ABN 45 003 278 831. AFSL No 235150.